Litman Gregory Wealth Management LLC Schwab Fundamental U S Broad M Transaction History

Litman Gregory Wealth Management LLC

$1.16 Billion
Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 22,537 shares of FNDB stock, worth $503,025. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,537

Previous 24,102 6.49%

Holding current value

$503,025

Previous $560,000 7.5%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$22.52 - $24.48 $35,243 - $38,311	-1,565 Reduced 6.49%	22,537 $518,000
Q4 2024 Jan 23, 2025	BUY	$23.07 - $70.32 $382,731 - $1.17 Million	16,590 Added 220.85%	24,102 $560,000
Q3 2024 Oct 22, 2024	BUY	$64.17 - $70.37 $4,235 - $4,644	66 Added 0.89%	7,512 $528,000
Q2 2024 Jul 30, 2024	BUY	$62.66 - $66.26 $76,445 - $80,837	1,220 Added 19.6%	7,446 $488,000
Q1 2024 May 03, 2024	BUY	$59.85 - $66.26 $1,556 - $1,722	26 Added 0.42%	6,226 $412,000
Q4 2023 Jan 31, 2024	SELL	$52.56 - $61.29 $56,239 - $65,580	-1,070 Reduced 14.72%	6,200 $378,000
Q2 2023 Aug 09, 2023	BUY	$52.94 - $56.74 $384,873 - $412,499	7,270 New	7,270 $412,000

Others Institutions Holding FNDB

# of Institutions

157

Shares Held

12.3M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Litman Gregory Wealth Management LLC Schwab Fundamental U S Broad M Transaction History